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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,822 | $57,065+104.7% | $75,670+54.4% | $70,131+66.6% |
| Participation rate | 84.6% | 68.1%+16.5pp | 72.3%+12.3pp | 69.5%+15.1pp |
| Annual return | 8.23% | 23.57%-15.3pp | 27.34%-19.1pp | 73.14%-64.9pp |
| Employer contribution / active EE | $2,870 | $1,817+58.0% | $2,352+22.0% | $2,342+22.5% |
| Participant deferral / active EE | $751 | $2,580-70.9% | $3,142-76.1% | $3,332-77.4% |
| Admin fee / account holder | $5,739 | $3,825+50.0% | $5,800-1.0% | $4,645+23.5% |